No, artificial intelligence won’t replace financial advisors. If the wealth management industry learned anything in 2024, it was that. As much as AI can make life easier for advisors with automated ...

As he often does, Michael Kitces had a way of summing it all up. Kitces, the "chief planning nerd" at Kitces.com, co-founder of the XY Planning Network and head of planning strategy at St. Louis-based ...

The Harvard Management Company increased its exposure to Big Tech in its directly held stock portfolio during the final months of 2024, adding new positions in Apple, Amazon, Tesla, and Microsoft ...